Kovitz Investment Group Partners’s iShares China Large-Cap ETF FXI Stock Holding History

Kovitz Investment Group Partners’s Portfolio FXI Stock Details FXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-15,118	Closed	-$543K	–	496
2026 Q1	$543K	Sell	15,118 -11,348	-43%	-$432K	0.01%	392
2025 Q4	$1.01M	Sell	26,466 -270	-1%	-$10.7K	0.02%	320
2025 Q3	$1.1M	Buy	26,736 +16,300	+156%	+$630K	﹤0.01%	822
2025 Q2	$384K	Buy	10,436 +2,341	+29%	+$82K	﹤0.01%	1066
2025 Q1	$290K	Buy	8,095 +847	+12%	+$28.7K	﹤0.01%	1066
2024 Q4	$221K	Sell	7,248 -353	-5%	-$11.1K	﹤0.01%	1135
2024 Q3	$215K	Buy	+7,601	New	+$201K	﹤0.01%	936

Other funds holding FXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners's FXI Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of iShares China Large-Cap ETF (FXI) in Q2 2026, closing a stake of 15,118 shares — an estimated $543K sold.

Kovitz Investment Group Partners first reported a position in FXI in Q3 2024 and held it in 7 quarters. The position peaked at $1.1M in Q3 2025. 323 funds tracked by Wall St. Rank hold FXI as of Q2 2026.

Kovitz Investment Group Partners reported no remaining iShares China Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 15,118 iShares China Large-Cap ETF shares in Q2 2026, an estimated $543K.
Kovitz Investment Group Partners first reported a position in iShares China Large-Cap ETF in Q3 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's iShares China Large-Cap ETF position peaked at $1.1M in Q3 2025.
323 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.